ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 321 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.84 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,645,000 | +834.7% | 50,407 | +819.2% | 0.01% | +500.0% |
| Q2 2018 | $176,000 | -76.4% | 5,484 | -75.9% | 0.00% | -71.4% |
| Q2 2017 | $746,000 | -39.3% | 22,799 | -45.2% | 0.01% | -30.0% |
| Q4 2016 | $1,230,000 | +161.1% | 41,610 | +153.1% | 0.01% | +233.3% |
| Q2 2016 | $471,000 | +100.4% | 16,442 | +102.8% | 0.00% | +50.0% |
| Q1 2016 | $235,000 | -80.4% | 8,107 | -81.0% | 0.00% | -71.4% |
| Q3 2015 | $1,199,000 | +203.5% | 42,614 | +249.2% | 0.01% | +133.3% |
| Q2 2015 | $395,000 | -92.7% | 12,204 | -91.9% | 0.00% | -90.6% |
| Q3 2014 | $5,376,000 | +198.5% | 150,200 | +232.8% | 0.03% | +220.0% |
| Q2 2014 | $1,801,000 | – | 45,137 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |